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American Express

3,027 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,060 increasing their positions, 1,123 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more first-time investments, than exits

New positions opened: 422 | Existing positions closed: 90

14% more funds holding in top 10

Funds holding in top 10: 94107 (+13)

12% more capital invested

Capital invested by funds: $193B → $217B (+$23.5B)

10% more funds holding

Funds holding: 2,7483,027 (+279)

1.53% more ownership

Funds ownership: 83.69%85.23% (+1.5%)

0% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.22B

6% less repeat investments, than reductions

Existing positions increased: 1,060 | Existing positions reduced: 1,123

Holders
3,027
Holders Change
+279
Holders Change %
+10.15%
% of All Funds
36.82%
Holding in Top 10
107
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.83%
% of All Funds
1.3%
New
422
Increased
1,060
Reduced
1,123
Closed
90
Calls
$3.22B
Puts
$3.22B
Net Calls
+$584K
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1326
Marble Wealth
Alabama
$1.72M +$1.66M +4,651 New
PK
1327
Pflug Koory
Nebraska
$1.72M
SAG
1328
SageView Advisory Group
California
$1.71M -$900K -2,516 -35%
PWM
1329
Proathlete Wealth Management
Florida
$1.7M +$41.2K +115 +3%
SL
1330
Sentry LLC
Tennessee
$1.7M
MAM
1331
Morse Asset Management
Connecticut
$1.69M
AC
1332
Apella Capital
Connecticut
$1.69M +$69.1K +193 +4%
FCAS
1333
First Command Advisory Services
Texas
$1.69M +$60.8K +170 +4%
TPI
1334
Trust Point Inc
Wisconsin
$1.69M -$20.8K -58 -1%
CFGA
1335
Cambridge Financial Group (Arizona)
Arizona
$1.68M +$16.8K +47 +0.9%
ACMA
1336
Arbor Capital Management (Alaska)
Alaska
$1.67M -$119K -332 -7%
I
1337
INVST
Indiana
$1.67M -$318K -890 -16%
GITFIT
1338
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.66M
MCM
1339
Manchester Capital Management
Vermont
$1.66M +$118K +331 +8%
GIM
1340
Guardian Investment Management
California
$1.66M -$35.8K -100 -2%
LWM
1341
Lyell Wealth Management
California
$1.66M +$97.3K +272 +6%
LCS
1342
Levin Capital Strategies
New York
$1.66M
GKWIM
1343
Gerber Kawasaki Wealth & Investment Management
California
$1.65M +$61.2K +171 +4%
BFC
1344
Bedel Financial Consulting
Indiana
$1.65M +$42.2K +118 +3%
RIM
1345
Redwood Investment Management
Arizona
$1.65M +$1.05M +2,945 +195%
BTD
1346
BankPlus Trust Department
Mississippi
$1.65M +$573K +1,600 +56%
TCM
1347
Tufton Capital Management
Maryland
$1.65M -$23.3K -65 -1%
TF
1348
Tompkins Financial
New York
$1.64M
FFA
1349
Florida Financial Advisors
Florida
$1.64M +$290K +811 +22%
SB
1350
Simmons Bank
Arkansas
$1.63M -$115K -320 -7%